Convelo Insurance Group · 19 hours ago
Underwriting Assistant, Religious Institutions
United States
Full-time
Remote
Entry Level
1+ years expConvelo is a managing general agent and wholesale broker providing access to specialty insurance products in various sectors. The Underwriting Assistant will support underwriters in processing insurance applications, managing documentation, and ensuring compliance with established procedures.
Customer ServiceInsuranceRisk Management
Responsibilities
Establish new submission in the clearance system and handle according to established procedures
Assist Underwriters with quote, binder, and policy issuance workflow
Gathers and organizes information and reports (e.g., loss runs, risk assessments, and loss ratings) that support the underwriting decision
Assist the Underwriter with the computation of rates and premiums
Review incoming insurance applications for accuracy and completeness
Participate in the creation and development of the team's underwriting workflows and processes, including underwriting files for all bound accounts
Work with and follow up with producers for any outstanding information
Process and distribute insurance binders, endorsements and polices within processing standards established by management
Prepare all policies in accordance with final binders inclusive of review by underwriting staff
Manage all account documentation
Qualification
Required
Bachelor's Degree
1-3 years of underwriting experience
Demonstrated strong written and oral communication skills
Ability to work both independently and within a team environment
Company
Convelo Insurance Group
Convelo Insurance Group is a risk management solutions firm that offers unique products, insurance programs and customer service.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Salvatore V. Abano
Chief Information Officer
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